Stenzel Wealth Management, LLC

D.A. Davidson & Co., the largest full-service investment firm based in the Northwest and a leader in investment banking and company research for the region, is a Davidson Companies subsidiary. By offering a full menu of integrated brokerage, capital markets, money management, trust and wealth management services, Davidson Companies has grown to become one of the nation s leading regional financial services holding companies. Headquartered in Montana, the parent company has a reach that stretches across 16 states. The Davidson Companies family also includes Davidson Investment Advisors, a professional money management firm; Davidson Trust, a wealth management and trust firm; Davidson Fixed Income Management, a registered investment adviser providing fixed income services; and Davidson Travel, a full-service travel agency. D.A. Davidson & Co. is located in Great Falls, Mont.

We encourage you to explore the site and learn more about our people, our firm, and our practice. While there are many ways to participate in the financial markets, we believe successful investing is best achieved through proper diversification and tailored solutions.

At Soundview Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Great Falls, MT area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.